+291.1%
ROIV vs GEN
+69.6%
+221.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | 0.0% | +4.6% | +4.6% |
| 7D | +13.3% | -0.3% | +13.6% | +13.4% |
| 30D | +14.8% | +28.2% | -13.4% | +9.2% |
| 3M | +11.9% | +2.6% | +9.3% | +10.6% |
| 6M | +42.4% | +32.7% | +9.7% | +32.3% |
| YTD | +87.4% | +11.3% | +76.2% | +79.6% |
| 1Y | +97.2% | +17.9% | +79.3% | +86.7% |
| 3Y | +375.7% | +66.3% | +309.3% | +319.7% |
| 5Y | +379.0% | +31.7% | +347.4% | +335.9% |
| All | +291.1% | +69.6% | +221.5% | +254.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded GEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling